Assistant Branch Manager - Woodcreek

FIRST SERVICE CREDIT UNION; Houston (TX); On-site; USD 70,000 - 90,000; Full time

Job summary

FIRST SERVICE CREDIT UNION in Houston, TX is seeking a Branch Manager-support role to ensure superior service and efficient daily operations. You will assist with procedures, supervise staff in the manager's absence, and champion member needs while cross-selling credit union products.

Responsibilities include coaching staff, handling member inquiries, performing cash audits, and ensuring compliance with BSA/AML requirements.

Qualifications

• 1–3 years of similar or related experience.
• Knowledge of Bank Secrecy Act and AML regulations.
• Strong verbal and written communication skills.
• Ability to use Microsoft Office and branch software.

Responsibilities

• Support Branch Manager in all areas of branch operations, including member services, lending, staff performance management, compliance and facilities.
• Perform duties of Branch Manager in their absence.
• Actively educate and inform members on all credit union products and actively cross-sell all products/services.
• Assist member(s) with transaction requests and account inquiries and perform account maintenance tasks.
• Perform regular cash audits on MSR cash drawers and vault/ATM cash where applicable.
• Provide feedback to management on interviewing/hiring and staff performance issues; resolve member complaints and follow up.

Skills

Customer service

Cross-selling

Communication skills

Time management

MS Office

Education

High school diploma

Some college preferred

Tools

Microsoft Office Suite

Job description

Role:

Provide Branch Manager with support, assistance and leadership regarding all aspects of branch operations to ensure superior service is provided to all internal and external members. Assist with the development, modification and implementation of procedures for daily branch operations. Assure the financial service needs of each member are promptly, accurately, and courteously fulfilled. Responsible for the maintenance and security of the branch facility and its contents in the absence of the Branch Manager.

Essential Functions & Responsibilities:

Support Branch Manager in all areas of branch operations, including but not limited to member services, lending, staff performance management, compliance and facilities. Perform duties of Branch Manager in their absence.

Actively educate and inform members on all credit union products and actively cross-sell all products/services.

Assist member(s) with transaction requests and account inquiries in a timely and accurate manner and perform all functions associated with account maintenance as requested including but not limited to personal and account data changes, address changes, and account closures.

Perform regular cash audits on MSR cash drawers on a random basis as well as cash audits on vault and ATM cash, if applicable.

Provide feedback to appropriate management staff on interviewing/hiring process, counseling/documenting all branch personnel performance issues and performance reviews.10% Resolve and follow-up on member complaints and issues to insure the highest quality member service.

Other job duties as assigned.

Performance Measurements:

1. 1. Actively educate and inform members on all credit union products and actively cross-sell all products/ services to meet member needs and individual goals.
2. 2. Possess and maintain excellent knowledge of all credit union products, services, policies and procedures so that they can be effectively communicated to the branch employees and members.
3. 3. Must be available to travel to any branch location for support as requested by management, as well as work on Saturdays when scheduled.
4. 4. Present a professional image and attitude at all times
5. 5. The dedication to meeting the expectations and requirements of internal and external members, use feedback for continuous improvement, and develop and maintain effective relationships.
6. 6. Prioritize tasks to use time efficiently and attend to a broad range of activities.

Knowledge and Skills:

Experience

- One year to three years of similar or related experience.

Education

- High school diploma or equivalent. One to two years college preferred. Must be knowledgeable of Bank Secrecy Act and Anti-Money Laundering regulations and requirements.

Interpersonal Skills

- Work involves contact with persons beyond immediate associates regarding routine matters for the purpose of giving or obtaining information which may require some discussion.

- Outside contacts take the form of service to the public (members or vendors), requiring ordinary courtesy in providing assistance and information.

Other Skills

- The ability to speak and write clearly and effectively to achieve the desired effect in a variety of communications settings and styles. The ability to prepare and maintain confidential records and reports.

- Must have a workable knowledge of Microsoft Office products, including but not limited to Word, Excel and Outlook.

- Must have a proactive and positive attitude toward members, supervisors, co-workers and the credit union.

- Ability to handle multiple projects simultaneously and work with limited supervision, exercising own initiative and judgment.

- The ability to effectively prioritize tasks to use time efficiently and attend to a broad range of activities.

- Excellent knowledge of Credit Bureau Reports.

Physical Requirements

While performing the duties of the job, the employee is regularly required to :

• -Position self to move about the work area.
• -Reach, grab, sort.
• -Communicate in person and via telephone with others.
• -Identify and recognize small font communication.
• -Ability to transport a minimum of 10 pounds.